Justin McNeal (CRD# 5443249) is an Investment Advisor Representative working at Trew Advisors, LLC in Rapid City, SD and has over 16 years of experience in the finance industry. Justin McNeal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3205339
Rbc Capital Markets, LLC
CRD# 6140072
Lpl Financial LLC
CRD# 1315766
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trew Advisors LLC | Rapid City, SD | Jan 2018 - Current | 6 |
| Trew Business Solutions, LLC | Rapid City, SD | Nov 2016 - Current | 7 |
| Trew Financial And Benefits Group | Rapid City, SD | Apr 2014 - Current | 10 |
| Hornor Townsend & Kent, Inc. | Horsham, PA | Jul 2014 - Feb 2017 | 2 |
| Park Avenue Securities, LLC | Honolulu, HI | Nov 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- CA
- HI
- SD
- TX
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$743,750
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, HI, SD, TX
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